Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Cuenca is a registered representative at Morgan Stanley. Jenna is registered with FINRA and holds the Series 7TO, Series 9, Series 10, Series 66 and SIE licenses. Jenna has been in the financial industry since 2018 and has experience at TD Ameritrade, TD Bank, Charles Schwab & Co., Inc. and Charles Schwab Bank SSB. Jenna specializes in providing financial planning, asset allocation advice, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
12/06/2024 - Present
Morgan Stanley (Paramus NJ)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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